R&D Tax Credit Services

Increase cash flow. Boost profitability. Fund innovation.
Partner with Aprio to leverage federal and state R&D tax credits to boost your company’s value.

Overview

A Global Leader in R&D Tax Credits

A Research and Development (R&D) tax credit is one of the most valuable tax credits available for innovative and leading businesses. This credit provides a dollar-for-dollar offset against taxes owed or paid, leaving companies with substantial savings that can be reinvested into their business or used to improve their bottom line.

Starting in 2025, domestic R&D can be expensed in the current year, which is a change from previous tax years. If you have capitalized and amortized domestic R&D investments in prior tax years, there are multiple options and factors to consider for your prospective tax filings—and if you meet certain eligibility criteria, you may be eligible to amend prior year returns to claim a refund!

Aprio can help reduce your current and future tax liabilities—and provide you with a ready source of cash. Our tax credit consultants also provide outcome-driven, full-service studies and audit* defense of the federal and state credits for Increasing Research Activities (R&D Tax Credits), as well as international R&D services. We calculate hundreds of R&D Tax Credits each year, giving us experience in even the most uncommon fact patterns.

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Who We Serve

Helping Clients Fund Innovation and Support Profitability Through R&D Tax Credits

Our R&D team assists businesses nationwide in claiming valuable tax credits. We also offer comprehensive international R&D services.

Software & Technology

Software engineering and computer science activities and expenditures—including time spent coding, testing, and improving software platforms, features, and functionality—may qualify for the R&D credit.

Manufacturing

Developing or improving a product or process—whether new or existing —might qualify for the credit in a variety of sectors like aerospace, automotive, electronics, food and beverage, furniture, injection molding, medical equipment, telecommunications, and more.

Pharmaceuticals

Efforts to develop and test pharmaceutical products, including clinical trials, may qualify for the R&D credit, depending on the phase of development and how the project is funded.

Architecture, Construction, & Engineering

Firms that develop new products or concepts may qualify, if the work involves significant experimentation and novelty. Engineering industries, including mechanical, structural, product, civil, and electrical, may have eligible activities and expenditures.

Agriculture

Agricultural companies engaged in activities like crop improvement or development, sustainability and conservation innovation, livestock management, and process improvement could qualify for the R&D credit.

Biotechnology & Medical Devices

Medical devices and/or biotechnology product development, testing, improvements, and manufacturing may be eligible for the R&D credit.

Private Equity

If your private equity firm has portfolio companies that perform qualified activities, you could qualify for an R&D tax credit.

How We Help

Claim R&D Tax Credits with Confidence

Every year, companies save billions in tax obligations through R&D tax credits—and you could, too. Aprio has the experience and knowledge to help your business increase cash flow and boost profitability through the use of R&D tax credits. Our process includes:

Complimentary R&D eligiblity & utilization analysis
We’ll conduct a complimentary analysis of your needs and verify that you meet qualification standards for R&D Tax credit benefits.
Scalable credit calculation study
We’ll leverage our technical knowledge in preparing a calculation that increases your benefit. In addition to calculating the credit, we will substantiate the credit claim with appropriate documentation.
Tailored qualitative documentation
Aprio will summarize all key findings in a tailored executive report and consult with you on the appropriate level of additional documentation to substantiate your credit and serve as audit support in the event the credit is ever reviewed. These findings will also serve as audit support in the event the credit is audited by taxing authorities. Aprio has a proven track record when defending clients’ R&D credits under audit. We can help navigate the process of compiling, reviewing, and presenting the required evidence to the IRS.
Complimentary R&D eligiblity & utilization analysis
Scalable credit calculation study
Tailored qualitative documentation

Why Aprio

Dedicated to Boosting Your Credit Value

As one of the largest R&D tax credit practices in the Southeast, Aprio has more experience than any other firm in the U.S. when it comes to the payroll withholding aspect of R&D tax credits.

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in federal and state credits that Aprio has helped clients claim

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of R&D tax credit evaluations performed for clients each year

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Years of combined R&D team leadership experience

Leadership

Aprio’s Team Leads Because R&D is All We Do

Our R&D team works exclusively on R&D Tax Credit studies, providing unparalleled insight to help clients leverage the benefits of these valuable tax credits.

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Frequently Asked Questions